Legal Representation
Attorney
Douglas N. Masters
USPTO Deadlines
Next Deadline
3 days remaining
Notice of Publication
Due Date
August 07, 2025
Extension Available
Until September 07, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
13 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 8, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 8, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 2, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 2, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 30, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 30, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 30, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 6, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 6, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 6, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 6, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 26, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 15, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer programs for financial planning by individuals and financial advisors
Class 036
Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
Class 042
Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors
Classification
International Classes
009
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ROTH CONVERSION OPTIMIZER"